Clauses

You can define clauses for all of the options and clauses stipulated in the contract that do not have any associated dates, or clauses with dates but that are not dependent on those dates. Critical clauses with specified dates can be recorded in the Critical Clauses form.

Note that additional clause types can be added in Admin > Picklist Management > Contract > Clause Type.

To modify, delete, or copy an existing clause, click in the Actions menu and select the required action.

To add a clause:

Click Main Menu > Contracts and open the required contract.
Click Clauses.
To add and define a clause, click to open the Create Clause Type window.
Select a clause Type.
Click Not Applicable to mark this clause as not applicable to the contract. If this switch is enabled, all fields are disabled, but you can still create a clause type.
Add the required information and any related notes.
Click Save.